CHI

Calamos Convertible Opportunities and Income Fund
CHI

Overview Fund Activity

80 hedge funds and large institutions have $134M invested in Calamos Convertible Opportunities and Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
38
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$8.18M
2
VIA
2
Vident Investment Advisory
Georgia
$8.77M
3
NPC
3
National Planning Corporation
California
$797K
4
Wells Fargo
4
Wells Fargo
California
$13.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Invesco
3
Invesco
Georgia
$364K
4
Bank of America
4
Bank of America
North Carolina
$7.1M
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$180K 15,642 +154 +1%
WCM
52
Windsor Capital Management
Arizona
$175K 15,591 – –
SI
53
SII Investments
Wisconsin
$167K 14,447 – –
SWP
54
Stratos Wealth Partners
Ohio
$164K 14,240 – –
BTS
55
BB&T Securities
Virginia
$161K 13,970 -8,719 -38%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$160K 13,887 +3,611 +35%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$152K 13,192 +462 +4%
Mariner
58
Mariner
Kansas
$134K 11,592 – –
FHA
59
Flagship Harbor Advisors
Massachusetts
$134K 11,557 – –
Nuveen Asset Management
60
Nuveen Asset Management
Illinois
$122K 10,577 -3,783 -26%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$112K 9,757 -500 -5%
AF
62
Allworth Financial
California
– – – –
RIA
63
RPG Investment Advisory
California
$61K 5,331 +65 +1%
MFW
64
Mosaic Family Wealth
Missouri
$43K 3,694 – –
Citigroup
65
Citigroup
New York
$42K 3,633 +755 +26%
ASN
66
Advisory Services Network
Georgia
$40K 3,467 +1,325 +62%
AWM
67
Avior Wealth Management
Nebraska
$33K 2,856 +8 +0.3%
US Bancorp
68
US Bancorp
Minnesota
$30K 2,610 – –
LIA
69
LS Investment Advisors
Michigan
$23K 2,000 – –
GEA
70
Glen Eagle Advisors
New Jersey
$19.4K 1,680 – –
NFG
71
Next Financial Group
Texas
$15K 1,325 – –
IWM
72
IHT Wealth Management
Illinois
$10K 876 – –
Barclays
73
Barclays
United Kingdom
$9K 800 – –
KTC
74
Kistler-Tiffany Companies
Pennsylvania
$3K 284 +284 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$3K 300 +300 New
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3
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